Lumentum 2Q22 Vendor Summary Report

Lumentum completed its acquisition of Neophotonics and acquired IPG’s module business, moves signaling increased focus on the telecom module market.

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Nokia 2Q22 Vendor Summary Report

Battling supply chain constraints and currency fluctuations, Nokia’s optical and packet businesses maintain flat YoY growth.

Cisco PONC 2022 – Observations and Thoughts

Cisco Packet Optical Networking Conference advanced the RON strategy.

Ciena 2Q22 Vendor Summary Report

Ciena grows packet revenue 72% and WaveLogic port shipments recover. But annual guidance is lowered due to persistent supply chain concerns.

II-VI and ADVA announce a shakeup in the 100ZR market

These companies announced a collaboration on QSFP28 100ZR modules. This report is Cignal AI’s analysis of that announcement and its implications.

Coherent Port Pricing Trends (1Q22)

Cignal AI revisits our Coherent Pricing Trends report from 2019 and provides an update based on recent technology advances.

Marvell 2Q22 Vendor Summary Report

Marvell reported strong datacenter DSP growth and reached the milestone of 100k units shipped of coherent Gen60C DSPs, indicating a healthy market for high-speed optics.

Cisco 1Q22 Vendor Summary Report

Optical revenue from cloud operators continues to grow while Acacia leads Gen60 market share categories in 1Q22.

II-VI 1Q22 Vendor Summary Report

Despite significant supply chain pressures, II-VI posted positive results for the quarter and highlighted better results in the second half of the year.

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Nokia 1Q22 Vendor Summary Report

Stung by supply chain difficulties, Nokia’s optical business declined, while packet continued to outperform.

Lumentum 1Q22 Vendor Summary Report

Despite another quarter of revenue declines, Lumentum is more optimistic about double-digit revenue growth in the second half of 2022 and throughout 2023.

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ADVA 1Q22 Vendor Summary Report

Record company revenue. North America rebounds. Price hikes will take effect in second half ’22

ROADM Deployments by Size and Technology

The Transport Application Report now includes ROADM & line system deployment data

Ciena 1Q22 Vendor Summary Report

Ciena grows hardware revenue 9% and lays the foundation for double-digit growth in 2022.

OFC 2022 Show Report

Key technology takeaways from OFC 2022.

OFC 2022 – Marketwatch State of the Industry

Slides available

OFC 2022 – Sneak Peek

Here is a sneak peek of the hot topics of discussion at OFC 2022

400ZR IPoDWDM – Market Impact and Forecast

How will the adoption of 400ZR and ZR+ pluggable coherent modules impact Metro WDM equipment spending?

Lumentum & Neophotonics Merger

Cignal AI’s observations on the proposed merger.

400ZR vs 800G – Classifying Coherent Technology

The historical classification of coherent optical technology (Gen1, Gen2, etc.) is no longer sufficient. Therefore, Cignal AI will now recognize and classify coherent DSP technology by its maximum baud rate and whether the DSP is optimized for Performance or Compact applications.